Seasonal Tax Associate: Client-Focused Prep

H&R Block; Plains (MT); On-site; USD 17,000 - 30,000; Part time

Job summary

H&R Block in Montana is seeking a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This role is in-person at a local H&R Block tax office. You’ll earn a competitive hourly rate, with opportunities to increase earnings as you build tax

Qualifications

• Completed H&R Block Income Tax Course.
• Experience interacting with customers in service environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills including organizing information and identifying solutions.
• Familiar with AI tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Montana is seeking a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This role is in-person at a local H&R Block tax office. You’ll earn a competitive hourly rate, with opportunities to increase earnings as you build tax